據臺灣工商時報：供應鏈近期傳出英偉達有意減緩與臺積電的訂單，若後續釋出產能，AMD、博通、聯發科等ASIC陣營，可望獲得更多產能支援。

After receiving formal confirmation from relevant Israeli investigative bodies, Israel's defense ministry authorized agencies to designate the attempted attack on a Dubai airline flight as a hostile act. The decision has been forwarded to the Israeli National Insurance Institute, which will liaise with victims and handle follow-up claims.

Hesai Technology (02525.HK) reported unaudited Q3 2026 revenue Rmb1.068 bln, up 34.3% YoY. Reported net profit Rmb80.8 mln, down 68.5% YoY; non‑GAAP net profit Rmb119 mln, down 58.6% YoY. Gross margin 41.0% (42.1% a year earlier). Total LiDAR shipments 729,700 units, +65.3% YoY; ADAS LiDAR 638,100 units, +67.6% YoY; robotics LiDAR 91,600 units, +51.1% YoY. Robotics actuator modules shipments 23,400 units, +96.8% QoQ. Cash and equivalents Rmb6.977 bln at quarter end. Company guides Q4 revenue Rmb1.10–1.15 bln.